ISHARES U.S. BROKER-DEALERS IAI
$184.28
+1.7% 52w: $156.92 – $189.11
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data156.92173.01189.11
Jun 20, 2025 Jul 2, 2026
Institutional holders
171
-20 QoQ
13F value
$967.2M
-6.2% QoQ
Smart-money holders
5
signal tier ≥ 2
New smart buyers
2
Q1 2026
Options barometer
1.5×
$3.1M calls / $2.1M puts
Institutional value by quarter
Number of holders
Who owns IAI?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Harel Insurance Investments & Financial Services Ltd. | Other | 1.8M | $297.2M | 2.0% | +53.6% |
| Fisher Asset Management, LLC | Long only active | 614.4K | $100.9M | 0.0% | -3.3% |
| MORGAN STANLEY | Bank broker | 406.3K | $66.7M | 0.0% | -0.1% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 292.1K | $48.0M | 0.0% | +133.9% |
| WELLS FARGO & COMPANY/MN | Bank broker | 230.2K | $37.8M | 0.0% | -16.5% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 202.5K | $33.3M | 0.1% | -14.7% |
| AMERIPRISE FINANCIAL INC | Bank broker | 201.9K | $33.1M | 0.0% | +53.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 166.8K | $27.4M | 0.0% | -5.8% |
| LPL Financial LLC | Bank broker | 140.6K | $23.1M | 0.0% | -68.5% |
| AlphaCore Capital LLC | Wealth advisor | 118.4K | $19.4M | 0.5% | -27.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 105.8K | $17.4M | 0.0% | -7.1% |
| ROYAL BANK OF CANADA | Bank broker | 90.5K | $14.9M | 0.0% | -0.7% |
| UBS Group AG | Bank broker | 85.1K | $14.0M | 0.0% | -3.4% |
| Equitable Holdings, Inc. | Wealth advisor | 83.0K | $13.9M | 0.1% | +293.0% |
| MinichMacGregor Wealth Management, LLC | Wealth advisor | 69.8K | $11.5M | 2.0% | +7.4% |
| Prospera Financial Services Inc | Diversified mechanical | 69.7K | $11.4M | 0.2% | +11.8% |
| Advisory Services Network, LLC | Diversified mechanical | 64.6K | $10.6M | 0.1% | -15.7% |
| WESPAC Advisors SoCal, LLC | Other | 59.7K | $9.8M | 2.1% | -39.5% |
| Well Done, LLC | Wealth advisor | 49.7K | $8.2M | 1.2% | +6.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 48.0K | $7.9M | 0.0% | -19.2% |
| HighTower Advisors, LLC | Diversified mechanical | 43.1K | $7.1M | 0.0% | -29.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 40.4K | $6.6M | 0.0% | New |
| STIFEL FINANCIAL CORP | Diversified mechanical | 39.9K | $6.5M | 0.0% | -62.0% |
| Cadent Capital Advisors, LLC | Wealth advisor | 38.5K | $6.3M | 1.7% | +10.3% |
| Prostatis Group LLC | Wealth advisor | 32.9K | $5.4M | 1.4% | -44.8% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 31.3K | $5.1M | 0.0% | -8.5% |
| McGuire Investment Group, LLC | Other | 31.0K | $5.1M | 0.6% | -0.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 27.2K | $4.5M | 0.0% | +8.3% |
| Janney Montgomery Scott LLC | Diversified mechanical | 27.0K | $4.4M | 0.0% | +7.2% |
| Tower Research Capital LLC (TRC) | Market maker | 26.6K | $4.4M | 0.1% | +3402.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 23.9K | $3.9M | 0.0% | +46.8% |
| SFI Advisors, LLC | Wealth advisor | 22.6K | $3.7M | 3.9% | -42.7% |
| COTTONWOOD CAPITAL ADVISORS, LLC | Wealth advisor | 21.9K | $3.6M | 2.5% | +9.2% |
| Cetera Investment Advisers | Wealth advisor | 21.8K | $3.6M | 0.0% | +32.5% |
| CX Institutional | Wealth advisor | 20.6K | $3.4M | 0.1% | +1689.9% |
| Nan Shan Life Insurance Co., Ltd. ★2 | Fundamental diversified | 20.6K | $3.4M | 0.1% | New |
| ARS Investment Partners, LLC ★2 | Fundamental diversified | 20.2K | $3.3M | 0.2% | +27.0% |
| Tudor Financial Inc. | Wealth advisor | 18.8K | $3.1M | 1.6% | -0.9% |
| 1 NORTH WEALTH SERVICES LLC | Wealth advisor | 18.5K | $3.0M | 1.1% | -1.0% |
| HERITAGE OAK WEALTH ADVISORS LLC | Wealth advisor | 16.0K | $2.6M | 0.8% | +9.7% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 16.0K | $2.6M | 0.0% | +114.0% |
| Qube Research & Technologies Ltd | Quant stat arb | 15.4K | $2.5M | 0.0% | -20.4% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 15.9K | $2.5M | 0.0% | +27.0% |
| Baker Avenue Asset Management, LP | Other | 15.2K | $2.5M | 0.1% | -0.3% |
| Quadrature Capital Ltd | Diversified mechanical | 14.0K | $2.3M | 0.0% | New |
| PCG Wealth Advisors, LLC | Wealth advisor | 14.0K | $2.3M | 0.6% | +9.3% |
| JANE STREET GROUP, LLC | Market maker | 13.3K | $2.2M | 0.0% | +245.2% |
| VALICENTI ADVISORY SERVICES INC | Other | 13.0K | $2.1M | 0.5% | New |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 11.2K | $1.8M | 0.0% | -3.7% |
| MGO ONE SEVEN LLC | Wealth advisor | 11.2K | $1.8M | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.